Create payment methods

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Yuki, you can define a number of financial settings in a domain that will affect how Yuki works. These include available countries, associated currencies, Yuki's chart of accounts, VAT rates, etc. 

In Yuki, a number of payment methods are already available by default for booking sales invoices. Additionally, it is possible to create your own custom payment methods.

When you create your own payment method, it is immediately available when processing or creating sales invoices. Yuki automatically creates a corresponding suspense account in the chart of accounts, ensuring that all transactions are recorded correctly right away.

Exception: Online payment methods (PayPal, Klarna, AfterPay)

Online payment methods are handled by Yuki in a specific way:

• Invoices booked using these methods are not marked as outstanding debtors.
• The revenue is booked directly to the relevant interim account (e.g., PayPal or Klarna), pending payment.

Applicability of custom payment methods

Custom payment methods can be used in the following three scenarios:

• Back office processing: sales invoices that have been uploaded and are processed manually by the back office. 
• Sales functionality: invoices created directly within the Sales functionality of Yuki.
• Sales webservice (API): invoices delivered via an XML message. API users can provide the custom payment method via the <PaymentMethod> field.

Permissions and roles

Managing payment options affects the administrative setup. Therefore, only users with the following roles can create and view custom payment methods:

• Back office (in the domain)
• Management
• Financial administration
• External accountant.

Access to financial settings

All saved settings, such as payment methods, are centralized within your domain and organized into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• then, in the now-opened screen, in the Financial section click on Payment methods.

Payment methods overview

On this screen, you can view all the details for the payment methods available in Yuki by default for processing or creating a sales invoice, or for use in an XML message to be submitted via the Sales web service.

Views

You can also indicate in this screen that the Custom view should be shown:

In this screen you will see all payment methods that you have created yourself.

AVAILABLE USER ACTIONS

From thIs overview, a user with the 'Back office' role in the domain or the role 'Management', 'Financial administration' or 'External accountant' can:

• view the created payment methods
• create a new payment method
• change the description of the payment method
• delete the payment method.
  
  

Create payment method

To create a payment method in the domain:

• select the Custom view
• in the now-opened screen, click on the Create payment method button
  
  The following screen is opened:
  
  
  
• enter the description of the new payment method
• then click on the Save button to add the payment method to the domain.

For example, Yuki will now automatically create the corresponding suspense account ‘23340 Suspense account PayPal’ in the domain's chart of accounts for the online payment method created.

Change description payment method

To change the description of a payment method:

• hover your mouse over the line of the relevant payment method
• click on the button with the three dots
• then select the Edit menu option from the dropdown menu
  
  
  The following screen is opened:
  
  
  
• change the description of the payment method
• then click on the Save button.
  
  

Delete payment method

To delete the payment method:

• hover your mouse over the line of the relevant payment method
• click on the button with the three dots
• then select the Delete menu option from the dropdown menu
  
  

If no transactions have been recorded with the payment method, it will be deleted. The corresponding suspense account automatically created by Yuki is not deleted but can be reused.